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Data Warehousing

Data Warehousing is the process of taking data from legacy and transaction database systems and transforming it into organized information in a user-friendly format to encourage data analysis and support fact-based business decision making.

Note: Click here to access a Power Point presentation on Data Warehouses.

A data warehouse is a system that extracts, cleans, conforms, and delivers source data into a dimensional data store and then supports and implements querying and analysis for the purpose of decision making.

From your data warehouse, data cubes are tables/files which index and precompute desired data results.  In your cube you could have all those precomputed values: sales by months, by week, by salesman, by client, by geographical region, by product color, etc. Then you can run OLAP queries on your cube to have the total, average and maximum sales by (month, salesman, region), or by (color, region), or by (salesman, month). Since all the data is precomputed and indexed, the queries are really fast.

Activating the Data Warehouses

Order and Invoice Data Warehouse - DW0001F

Item Packaging Data Warehouse - DW0005F

Open PO Data Warehouse

Item File Data Warehouse - DW0006F

Inventory Transaction Data Warehouse - DW0007F

Serialized Inventory Data Warehouse - DW0008F

Building the Data Warehouses in Navigator

Activating the Data Warehouses

The Data Warehouses have to be activated via the System Wide Setting - Daily Systems Snapshot and Inventory Data Warehouse Options.

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Order and Invoice Data Warehouse - DW0001F

You can use this data warehouse to show customer order, purchase order and/or invoice information.

Note:  Information is pulled from the Open Order, Pending Order, and Invoice Files.

This database file is populated from database triggers on the PENDING, OPENPO, and INVOICE files.

Records are written to the database with a D1TYPE of ‘P’ when they are entered into Order Entry and are added to the PENDING file. Once an order is processed, the D1TYPE becomes ‘O’ and the record is updated with the OPENPO values of data. When the order is invoiced, the D1TYPE becomes ‘I’ and the record is updated with the INVOICE values of data.

Because the file is based on database triggers, the contents of the data is always recalculated in real time to have the current values of the associated workflow.

Click here to see the field layout in this database.

When looking at the field layout via the hyperlink above, you will see there are three "types" of records.

Item Packaging Data Data Warehouse - DW0005F

This Data Warehouse contains all the “native” packaging factors for the item masters, which use a packaging class.

Assigning Packaging Classes

Updating the Item Packaging Data Warehouse

Field Layout

Assigning Packaging Classes

Packaging classes are assigned to items via the Item File (FIL 2).

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Packaging Classes are created and maintained via the Packaging Class file (FIL 13).

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Updating the Item Packaging Data Warehouse

This Data Warehouse is updated when the Build Item Packaging Extracted (menu option 614) is run.

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An example of the Extract is shown below.

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Field Layout

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Open PO Data Warehouse

This database file is populated from database triggers on the PENDING and OPENPO files.

Records are written to the database with a D1TYPE of ‘P’ when they are entered into Order Entry and are added to the PENDING file. Once an order is processed, the D1TYPE becomes ‘O’ and the record is updated with the OPENPO values of data. When the order is invoiced, the D1TYPE becomes ‘I’ and the record is updated with the INVOICE values of data.

Because the file is based on database triggers, the contents of the data is always recalculated in real time to have the current values of the associated workflow.

Click here to access the file layouts for the Order Header, Detail lines and Messages.

Item File Data Warehouse - DW0006F

This information comes from the Item File (menu option FIL 2 on the green screen or the Item file in the Navigator File Management application). Keep in mind, it pulls information from every part of the Item File.

Note:  Information is also pulled from the Manufacturer, Supplier and IWMS applications.

Click here to see the file layout for the Inventory Transaction Data Warehouse.

Inventory Transaction Data Warehouse - DW0007F

This data warehouse shows all inventory activity such as quantity and date of the transaction, the value of the transaction and the initials of the operator performing the transaction. It also shows all the units of measure in the Packaging File.

Note:  This data warehouse pulls information from the Open Inventory, Item, Manufacturer, Supplier, Stock Keeping Unit (SKU) files, inventory adjustments and receipts, customer orders, purchase orders and invoices.

Click here to see the file layout for the Inventory Transaction Data Warehouse.

Serialized Inventory Data Warehouse - DW0008F

This option allows you to extract serialized inventory data for internal data analysis. The information in this data warehouse is pulled in from the Item, Inventory, and Manufacturer, Stock Keeping Units (SKU) and Supplier files. Includes serial number level information at the native unit of measure and all units of measure in the Packaging File.

Click here to see the file layout for the Inventory Transaction Data Warehouse.

Building the Data Warehouses in Navigator

Data Warehouses are accessible via the Navigator File Management application.

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Filtering the Data Displayed

Exporting the Data to an Excel Spreadsheet

Filtering the Data Displayed

All four of these data warehouses pull in a lot of information from several different files. You can use the filters to narrow the results displayed as needed.

Note:   The use of these filters to narrow the information pulled is strongly encouraged. If the filters are not used, the data sets could be extremely large.

When you first access one of the data warehouses, a filter screen appears. Use it to select the information you need.

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Exporting the Data to an Excel Spreadsheet

The information displayed in every data warehouse can be exported to an Excel spreadsheet via the icon in the upper right hand corner.

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